Connect Salesforce to QuoteCloud through Zapier, step by step
Everything happens in Zapier: connect both accounts once, then build each Zap from a trigger, its actions and the fields you map. Here's the first one, with sample data.
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- Building QuoteCloud since 2013
You need QuoteCloud on Essentials or higher, a Salesforce org and a Zapier account. In Zapier, create a Zap, choose a trigger in one app and an action in the other, and sign in to QuoteCloud and Salesforce when asked. Map the fields, test with a test Opportunity and an @example.com contact, then turn the Zap on.
Last reviewed by the QuoteCloud team
Three illustrative Zap editor panels with sample data, taking turns at the front. Step 1: Salesforce's Updated Field on Record trigger on the Opportunity object, field Stage, updated to Proposal/Price Quote; the test found the Quenda Robotics Opportunity. Step 6: QuoteCloud's Create Document with the RFQ response template and four data items mapped from earlier steps; the test created draft TE-Q-2431. And Salesforce's Find Record, searching Opportunity by ID.
How do I connect Salesforce to QuoteCloud with Zapier?
Six steps to your first Zap. Every Zap after that reuses the two connections.
Check your plans
QuoteCloud's Zapier access is on Essentials and up. You also need a Salesforce org and a Zapier plan that covers the tasks your Zaps will run.
Prepare the template
Add the data items your Zaps will fill, such as Opportunity name and Salesforce Opportunity ID. Custom data items are on Essentials and up.
Create a Zap, pick the trigger
In Zapier, choose Salesforce or QuoteCloud as the trigger app and its event, such as Updated Field on Record or Document Signing Complete.
Sign in to both apps
Zapier asks you to connect QuoteCloud and Salesforce the first time you use each. Use accounts that can see the records and templates the Zap needs.
Add actions, map fields
Add each step, such as Find Record then Update Record, and map fields from earlier steps. The field map lists what goes where.
Test, then turn it on
Test each step with a test Opportunity and an @example.com contact, check both apps, then switch the Zap on.
Step 1: the trigger, and its test data
Choose Salesforce, then Updated Field on Record, then the Opportunity object, the Stage field and the value it changes to. Zapier fetches a recent Opportunity as test data.
Check that test record has everything you plan to map: the name, ID, amount and owner. Zapier notes this trigger suits objects with fewer than 104,000 records; for larger orgs it suggests Salesforce's New Outbound Message trigger.
The full recipe: quotes from stage changes1SalesforceTrigger
Updated Field on Record
- Account
- Tessmore Engineering (Salesforce)
- Salesforce Object
- Opportunity
- Field
- Stage
- Field updated to
- Proposal/Price Quote
Test: Found an Opportunity: Quenda Robotics · QR-310 gripper bracket
Illustration with sample data, not Zapier’s screen.
Step 6: Create Document, mapped
Choose QuoteCloud and Create Document, pick the template, then map each data item to a field from an earlier step. The numbers show which step each value comes from.
- Data items take text, numbers and dates from Salesforce.
- Price-table rows are optional: label, note, price, qty, term, tax and discount.
- Options and content blocks stay as your template sets them: a Zap never ticks options.
Each document a Zap creates carries the per-document fee
What the per-document fee comes to6QuoteCloudAction
Create Document
- Template
- RFQ response
- Data item · Opportunity name
- 1. Opportunity Name
- Data item · Salesforce Opportunity ID
- 1. Opportunity ID
- Data item · Prepared by
- 2. User Full Name
- Data item · Budget
- 1. Amount
Test: Draft TE-Q-2431 created in QuoteCloud
Illustration with sample data, not Zapier’s screen.
Ready to build your first Zap?
Start a free 14-day trial of QuoteCloud, then connect it to Salesforce in Zapier.
Finding the Opportunity again
Zaps that start in QuoteCloud have to find the Salesforce Opportunity. Find Record searches an object by up to two fields you choose; the Opportunity ID the document kept in a data item is the surest match.
Without it, search on a value you keep in both apps, such as the Opportunity Name used as the document title, and test with Opportunities whose names look alike.
When Find Record finds nothing2SalesforceSearch
Find Record
- Salesforce Object
- Opportunity
- Field to search by
- Opportunity ID
- Search Value
- Salesforce Opportunity ID (the data item from step 1)
- If no record is found
- Stop the Zap and show it as halted
Test: Found Opportunity 0065g00000QkD4m
Illustration with sample data, not Zapier’s screen.
Before you start
QuoteCloud Essentials or higher
Zapier and API access, custom data items and the product library are on Essentials and up.
A Zapier plan for your volume
Each step a Zap runs uses Zapier tasks; paths and filters depend on your Zapier plan.
Test records only
A test Opportunity, a test template and @example.com contacts, so nothing reaches a real client.
Salesforce fields first
Create custom fields, such as Quote status, on the Opportunity before you map them.
Questions about connecting through Zapier
Do I need a developer to connect Salesforce to QuoteCloud with Zapier?
No. Zapier is built for people who aren't developers: you pick a trigger, actions and the fields to map. A developer can use QuoteCloud's API instead, which is also on the Essentials plan and up, or you can use the Salesforce Sync add-on on Business.
Which accounts should I connect in Zapier?
Connect QuoteCloud and Salesforce with accounts that can see the templates, documents and records the Zap uses. Many teams use a shared integration user, so Zaps keep running when someone leaves, and so changes in Salesforce show who made them.
Where do I start: Salesforce or QuoteCloud?
With whichever app the event happens in. An Opportunity reaching a stage starts in Salesforce; a document being viewed, signed, expiring or lost starts in QuoteCloud. Each Zap has one trigger and runs one way, so a job in each direction needs its own Zap.
How do I test without contacting a real client?
Use a test Opportunity, a test template and contacts at @example.com addresses. A test of Create Document makes a real document in QuoteCloud, so keep tests few and archive them afterwards, with QuoteCloud's Archive Document action or in QuoteCloud itself.
More on QuoteCloud and Salesforce
Six use cases, each marked add-on or Zapier, then how to set up both routes and what they cost.
- Create QuoteCloud documents from a Salesforce OpportunitySalesforce Sync add-on: reps start the quote from the Opportunity, and the document stays linked to it.
- See document status on the Salesforce OpportunitySalesforce Sync add-on: delivered, first viewed and signed come back to the linked Opportunity. Or build it with Zaps.
- Move the Opportunity to Closed Won on signatureZapier: when every signer has signed, a Zap updates the Opportunity's stage, amount and close date.
- Create quotes when an Opportunity changes stageZapier: an Opportunity reaches your quoting stage and a draft quote is created from your template, for teams without the add-on.
- Keep Salesforce and QuoteCloud contacts matchedZapier: new Salesforce contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Salesforce with their account.
- Follow up expired and lost quotes in SalesforceZapier: an expired quote becomes a Task for the Opportunity owner; a lost one moves the Opportunity to Closed Lost.
- Set up the Salesforce Sync add-onBusiness plan: connect your Salesforce org with OAuth, start documents from Opportunities and see their status come back.
- Salesforce to QuoteCloud field mapEvery field the Zaps on this site pass, which way it goes and where it lands.
- Test and troubleshoot the Salesforce connectionTest with sample records, then fix the usual problems: no Opportunity found, missing fields, echoes, expired PDF links.
- Salesforce Sync add-on or Zapier: which to useThe two routes side by side: plan, where you work, what each one does and when to use both.
- What the Salesforce connection can and can't doThe honest limits of both routes: no ticked options, short-lived PDF links, one way per Zap, plans and fees.
- What the Salesforce connection costsThe plan each route needs, and the per-document fee for documents created through Zapier, worked out for your volume.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Salesforce.
Your first Zap, this afternoon.
Start a free 14-day trial, connect Salesforce in Zapier and test with a sample Opportunity.